The Partnership Playbook
Building partnerships as third-party relationships. Built for business, not compliance.
Most partnership problems do not start at the wrong table. They start without the right framework for deciding whether a relationship is worth pursuing, or for knowing if it is actually working once it is. This focused, practical course gives business professionals the tools to assess partnerships through a risk lens, monitor them for health, and exit cleanly when the time comes. No risk jargon, no checkbox mentality, and no prior TPRM experience required.
Everything you need to build partnerships that hold up
From the decision to partner through due diligence, the agreement, and a clean, professional exit.
A practical reference for focused, risk-based due diligence that surfaces real control gaps, not paperwork.
Early warning signs of partnership trouble, from financial instability to undisclosed subcontractors and data exposure.
NASBA-eligible CPE that meets requirements for qualifying professionals, including CPAs.
Earn a certificate of completion you can post on LinkedIn and add to your resume.
Self-paced video and text course. Start anytime and come back to the material whenever you need it.
See exactly what the course looks like
Before you enroll, take a quick tour of The Partnership Playbook. This is the real thing: the lesson format, how the modules flow, and the practical partnership scenarios you will work through. Know the look and feel before you sign up.
A demo of The Partnership Playbook. The full course is 4 modules, about 1 hour, 1 NASBA-eligible CPE credit.
Four modules, lesson by lesson
From the decision to partner through vetting, contracting, and knowing when to walk away. Every lesson listed, so you know exactly what you are getting.
Every Partnership Starts with a Plan and a Decision
PlanningApproach a new partnership deliberately. Distinguish a partnership mindset from a checkbox mentality, ask the right questions first, and assign ownership before you commit.
“Done right, a partnership is leverage. Done wrong, it’s exposure. The rest of this course is how you get the first without the second.”
- 01Course welcome and learning objectives
- 02Every partnership is a third party. Not every third party is a partnership.
- 03Done right, a partnership is leverage
- 04Working partnerships look different from broken ones
- 05Planned partnership vs. reactive partnership
- 06A good partnership framework runs on three things
- 07Five questions before any new partnership
- 08Understand the exchange of value
- 09Someone has to own this
- 10Know what you are measuring against
Vetting Your Partner: Due Diligence as Dating
VettingApply the S.I.M.P.L.E. framework as a practical reference for focused, risk-based due diligence that surfaces real control gaps, not paperwork.
“The format of your evaluation adapts to the relationship. The rigor does not.”
- 01Module objectives
- 02It is an evaluation, not a document collection
- 03The S.I.M.P.L.E. framework
- 04The evaluation follows the risk, not the relationship type
- 05Pressure-test the readiness before you sign
- 06Having a policy is not the same as having a control
- 07Most partners will not check every box. Here is the playbook.
- 08Key takeaways
Making It Official: The Contract as Your Partnership Agreement
ContractingTranslate risk findings into clear, enforceable terms covering deliverables, data handling, and accountability for every type of arrangement.
“If expectations are not captured, the relationship runs on assumptions. And assumptions eventually fail.”
- 01Module objectives
- 02Scenario: We have an understanding. Meet Jordan.
- 03What Jordan was missing
- 04Not every partnership needs an MSA. But every partnership needs something.
- 05Agreement formats: formal, referral, and informal arrangements
- 06Map your risks to your agreement
- 07The partnership summary, before anyone signs
- 08Key takeaways
Keeping the Relationship Healthy: Monitoring, Red Flags, and Knowing When to Walk Away
Monitoring & ExitDesign tiered oversight, spot early warning signs of partnership deterioration, and plan a clean exit before you ever need one.
“Just going quiet is not an exit strategy. It is a reputational risk.”
- 01Module objectives
- 02The agreement is in place. Now what?
- 03When the stakes rise, the oversight rises with them
- 04The tools adapt. The discipline does not.
- 05Red flags worth acting on
- 06Plan the exit before you need it
- 07Course close: you now own the relationship
- 08Key takeaways and what to do on Monday
Questions, answered
Who is this course for?
Business professionals who choose, manage, and grow third-party partnerships: business stakeholders, partnership managers, vendor managers, finance and procurement, legal and compliance, and CPAs. It is built for the business side, not just the risk team.
Do I need prior TPRM or risk experience?
No. The course is foundational with no prerequisites. No risk jargon, no checkbox mentality, just practical tools you can use with your next partnership.
How long is the course, and what is the format?
About one hour across four self-paced online modules, delivered as video and text. Start anytime, complete it on your schedule, and come back to the material with lifetime access.
Do I earn CPE credit?
Yes. The course awards 1 NASBA-eligible CPE credit, meeting CPE requirements for qualifying professionals, including CPAs.
What is the S.I.M.P.L.E. framework?
S.I.M.P.L.E. is Risk Tide’s framework for focused, risk-based due diligence. The course shows you how to use it to vet a partner and surface real control gaps rather than collecting documentation for its own sake.
Do I get a certificate?
Yes. You earn a shareable certificate of completion you can post on LinkedIn and add to your resume.
Garit Gemeinhardt
Co-Founder & Head of Learning Experiences
Garit brings more than 15 years of industry experience into every training. He combines real-world insight with practical application to create engaging sessions that challenge perspectives and prepare professionals to lead with confidence.
More about the Risk Tide team →“Most risk training teaches you what risk is. We teach you what to do with it.”
Ready to build partnerships that work?
Assess, monitor, and manage third-party partnerships with confidence. About an hour, 1 NASBA-eligible CPE credit, and a certificate for your resume, for $59.
Enroll now, $59 →Rolling this out across your business teams? Ask about volume pricing and enterprise access. Book a time with our team →
